Lansing Management as of Dec. 31, 2019
Portfolio Holdings for Lansing Management
Lansing Management holds 8 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Co cl a (CVNA) | 21.2 | $21M | 226k | 92.05 | |
| Transunion (TRU) | 18.2 | $18M | 209k | 85.61 | |
| CarMax (KMX) | 15.7 | $15M | 176k | 87.67 | |
| Ferrari Nv Ord (RACE) | 14.0 | $14M | 83k | 165.54 | |
| Roper Industries (ROP) | 12.5 | $12M | 35k | 354.22 | |
| Xpo Logistics Inc equity (XPO) | 10.2 | $10M | 125k | 79.70 | |
| Interactive Brokers (IBKR) | 5.1 | $5.0M | 107k | 46.62 | |
| Credit Acceptance (CACC) | 3.2 | $3.1M | 7.0k | 442.29 |
